We believe that appropriate asset allocation along with a thoughtful and disciplined investment approach will give you the consistent risk appropriate returns you need to help you reach your financial goals.

With this in mind we will have an in-depth discussion about your objectives and your comfort level with market volatility before we make any investment recommendations.  Once we have a customized asset allocation we will then build your tailored portfolio accordingly.  Over time we will review the recommendations as both life and world changes dictate a need to review.

Our proprietary approach to individual security selection results in three customized Canadian portfolios. These portfolios are supported by CPMS Morningstar® and provide us a back-tested, real-time buy-side approach to individual stock selection as well as sell-side discipline to ensure consistent risk management.

As required we combine these portfolios with GICs, fixed income securities, exchange-traded funds, and quality mutual funds to build the custom portfolio required to reach your life goals.

We are discretionary portfolio managers who charge competitive and flexible fees for our services. We believe in full disclosure and actively encourage all clients to contact us whenever necessary.